54th Annual Fall Seminar and Member Dinner
12:55
Opening Remarks from our President, Mary Eckert
1:00
Jeff Olejnik, Director - Cybersecurity Services, Wipfli LLP - Managing Cybersecurity Risk
2:00
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) with Keebler & Associates, LLP - Trusts as IRA Beneficiaries and Retirement Plan Distribution Planning.
4:00
William S. Van Ess, CLU, ChFC, CFP, Financial Advisor/Employee Benefits Specialist with Spectrum Insurance Group, and Marty Dooley, Managing Principal with Highland Capital Brokerage - Lifetime Settlements: An overview of the Policy Acquisition market.
5:00
Cocktails and backstage tour of the Meyer Theater
6:00
Member Dinner
Italian Wedding Risotto Soup
Rolls w/butter
Grape Mint Salad
Cheesecake with Fresh Raspberry Puree and Homemade Chocolate Whipped Cream
Three mouth watering entrée options (you'll need to select one per attendee upon rsvp'ing)
~Grilled Norwegian Salmon topped with an Orange Maple Beurre Blanc with Wild Rice and Seasonal Vegetables
~Braised Short Ribs with Dark Chocolate Demi Glaze with Roasted Baby Red Mashed Potatoes and Seasonal Vegetables
~Pesto Primavera: Fresh Seasonal Vegetables, sautéed and tossed in a Pesto Cream sauce, served over a bed of Farfalle Pasta (Vegetarian)
Attendance at this seminar will satisfy 3 continuing education credits for CFP's and 1 Ethics and 3 General education credits for attorneys, CPAs, ChFCs, all Wisconsin insurance license holders and those individuals that hold insurance licenses in states with continuing education reciprocity with the state of Wisconsin was.
